Grant Dressen is a registered investment advisor at 360 Financial, based in Wayzata, MN, with 2 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,206 clients with $700M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,206 clients
Average Client Portfolio
$581K average
Assets Under Management
$700.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.60% |
| $200K - $750K | 1.50% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $21.0M | 0.65% |
| $21.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees are generally negotiable and household totals are taken into account when determining the fee rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
849 Lake Street East, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
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Financial
November 2019Final
Employment History
Current Registrations
360 Financial
May 2026 - Present · 5 mos
LPL Financial LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2019 - June 2021 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - June 2021 · 2 yrs 2 mos
State Registrations1 state
MN
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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